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Alpine Bank Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Alpine Bank Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4K Buy
+84
New +$17.6K ﹤0.01% 355
2025
Q4 		– Sell
-84
Closed -$16.3K – 335
2025
Q3 		$16.3K Buy
+84
New +$15.8K ﹤0.01% 354

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Alpine Bank Wealth Management's QUAL Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 84 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in QUAL as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in QUAL in Q3 2025 and has held it in 2 quarters since. 1,182 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Alpine Bank Wealth Management held 84 shares of iShares MSCI USA Quality Factor ETF worth $18.4K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Alpine Bank Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,182 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.